Our comprehensive services integrate all aspects of our client’s financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.

Midwest Tax & Financial offers:

Insurance Planning

Beneficiary Review

Retirement Planning

Financial Needs Analysis

Analysis of Present and Future Expenses

Estate Preservation

Income Planning

Comprehensive Tax Planning

Just imagine a complete portfolio, where all your financial, estate, and tax preparation needs are addressed in a customized binder. This is your comprehensive retirement plan. Our coordinated approach ensures that your plan is developed using an all-inclusive view. We have found that many financial services professionals focus on products; our experience shows that our clients’ needs are best met by focusing on processes and most importantly, people.

Midwest Tax & Financial does not provide tax and/or legal advice, but will work with your attorney or independent tax or legal advisor.

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Midwest Tax & Financial, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual financial professional prior to implementation. Insurance products and services are offered through Midwest Tax & Financial, Inc. Midwest Tax & Financial, Inc. and Chase Leach are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.